Other Beverages industry

5 companies · ₹1.4 L cr · 1 with AI deep dives · Q1FY27 report

Exhibit 3Structure

₹1.4 L cr

Varun Beverages Ltd is 99.9% of this industry by market cap. The top 5 are 100% and the top 10 are 100%.

large 1micro 41 above ₹500 cr

Exhibit 5Coverage (5 of 5)

Every company here with a deep dive, topped up by market cap. The rest of the industry is in the appendix.

Company	Mcap	P/E	EV/EBITDA	ROCE	Margin	Rev YoY	Read
Varun Beverages Ltd	₹1.4 L cr	41.1x	29.7x	18.6%	24.1%	+20.8%	Unlock
Valencia Nutrition Ltd	₹110 cr	92.2x	67.2x	2.1%	19.5%	-	Unlock
Orient Beverages Ltd	₹36 cr	8.5x	7.0x	15.3%	9.2%	+14.1%	Unlock
Ans Ltd	₹28 cr	20.1x	-71.3x	-14.5%	-11.4%	0.0%	Unlock
Transglobe Foods Ltd	₹6 cr	-	654.0x	3.1%	2.9%	-	Unlock

Varun Beverages Ltd

Mcap: ₹1.4 L cr
P/E: 41.1x
EV/EBITDA: 29.7x
ROCE: 18.6%
Margin: 24.1%
Rev YoY: +20.8%

Unlock

Valencia Nutrition Ltd

Mcap: ₹110 cr
P/E: 92.2x
EV/EBITDA: 67.2x
ROCE: 2.1%
Margin: 19.5%
Rev YoY: -

Unlock

Orient Beverages Ltd

Mcap: ₹36 cr
P/E: 8.5x
EV/EBITDA: 7.0x
ROCE: 15.3%
Margin: 9.2%
Rev YoY: +14.1%

Unlock

Ans Ltd

Mcap: ₹28 cr
P/E: 20.1x
EV/EBITDA: -71.3x
ROCE: -14.5%
Margin: -11.4%
Rev YoY: 0.0%

Unlock

Transglobe Foods Ltd

Mcap: ₹6 cr
P/E: -
EV/EBITDA: 654.0x
ROCE: 3.1%
Margin: 2.9%
Rev YoY: -

Unlock

Exhibit 6What managements said

from Beverages earnings calls · as of 2026-06-30

tailwindPrestige & Above volumes accelerating far ahead of blended IMFL market7 managements

P&A outperformance is the sector's most consistent signal. Radico P&A grew 35.8% YoY to 5.22 mn cases, lifting P&A to 76.8% of IMFL revenue and EBITDA margin to a record 20.7%…

RADICO (Q1FY27): “Our P&A portfolio delivering 36% volume growth during the quarter and significantly…”

headwind6 managements headwind5 managements mixed2 managements headwind3 managements headwind2 managements

5 more themes from this quarter's earnings calls are locked. A free account opens 3 full reports a quarter: every theme with verbatim management quotes, the demand picture, companies running against the tide, and the regulatory & disruption watch. Sign up free →

Exhibit 7Outlook

The outlook and what resolves next quarter

Where these managements said things are heading, and the dated, checkable events that would change it. Free with an account - 3 full reports a quarter.

Create a free account →

AppendixThe other 0 companies

1-0

sort: mcap · composite · name